Home
News
Tech Grid
Interviews
Anecdotes
Think Stack
Press Releases
Articles
  • Financial Services

onPhase Appoints Heather Peterson as Chief Customer Officer


onPhase Appoints Heather Peterson as Chief Customer Officer
  • by: Source Logo
  • |
  • March 13, 2026

onPhase, a leading provider of AI-powered AP automation and payments solutions, today announced the appointment of Heather Peterson as Chief Customer Officer. Peterson brings more than 20 years of experience in spend management and financial automation software. In her new role, she will lead onPhase's customer success, onboarding, and time-to-value delivery functions.

The appointment arrives as onPhase accelerates vertical expansion in markets where finance teams face increasing pressure to achieve more with constrained resources. Peterson's primary focus will be ensuring every onPhase customer transitions rapidly from implementation to measurable business impact and sustains that progress as their operations scale.

Quick Intel

  • Heather Peterson appointed Chief Customer Officer at onPhase.
  • Brings 20+ years of experience from SAP Concur, Emburse, and Planful in customer success and financial automation.
  • Will oversee customer success, onboarding, and accelerated time-to-value delivery.
  • Appointment supports onPhase's vertical market expansion amid lean finance team demands.
  • Emphasis on unified AP and payments platform to eliminate silos and deliver operational control.
  • Joins strengthened leadership team including recent CPO and CFO additions.

Peterson has a proven track record of building and scaling customer success organizations globally, crafting strategies that align delivery excellence with sustainable revenue growth, and designing implementation programs that drive faster measurable outcomes for finance teams.

"I am thrilled to join onPhase at such an exciting point in the company's growth," said Heather Peterson, Chief Customer Officer, onPhase. "Finance teams today are running leaner than ever, and they expect a customer journey that respects their time and guarantees results. onPhase has built a platform that delivers exactly that, and I look forward to working with our customers to ensure every organization is realizing the full value of that investment and operating with greater confidence."

In an environment of fragmented point solutions and data silos, a unified approach to the accounts payable and payment lifecycle has become essential for maintaining operational control and strategic visibility. Under Peterson's leadership, onPhase will further refine this integrated experience, ensuring every customer touchpoint consistently delivers scalable value.

"Heather's appointment reflects our commitment to ensuring every customer moves effectively from implementation to real business impact," said Robert Michlewicz, Chief Executive Officer, onPhase. "Elevating finance teams to measurable outcomes and positioning them to be a strategic resource as their business grows are what we are focused on delivering. With Heather leading our customer success organization, we are ensuring every onPhase customer can deploy with greater efficiency and confidence, and realize value faster so their teams can focus on the work that matters most."

Peterson joins a leadership team that onPhase has significantly strengthened over the past year, including Chief Product Officer Sudarshan Ranganath (joined February 2026 to drive platform innovation) and CFO Katie Eskandarian. These executive additions underscore the company's investment in talent and capabilities to support scaled customer success as onPhase expands across key vertical markets.

onPhase's AI-powered platform unifies invoice capture, approval workflows, payments, and document management in a single system, providing finance leaders with the accuracy, visibility, and control needed for strategic decision-making. With more than 25 years of trust from organizations worldwide, onPhase continues to eliminate manual processes, enhance financial controls, and enable confident scaling.

 

About onPhase

onPhase is an AI-powered AP automation and payments platform that gives finance teams complete control from invoice capture to supplier payment. Unlike point solutions that create data silos, onPhase unifies capture, approval, payment, and document management in a single platform - delivering the visibility and accuracy finance leaders need to operate strategically. For more than 25 years, organizations have trusted onPhase to eliminate manual work, strengthen financial controls, and scale with confidence. The company is SOC 1, SOC 2, HIPAA, and NACHA certified, and is recognized among the Deloitte Technology Fast 500™ and Inc. 5000.

  • AP AutomationFinance TechCustomer SuccessFin Tech Leadership
News Disclaimer
  • Share